See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,212 | $175,202-93.0% | $149,673-91.8% | $139,434-91.2% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 9.45% | 166.71%-157.3pp | 134.42%-125.0pp | 372.94%-363.5pp |
| Employer contribution / active EE | $898 | $5,474-83.6% | $4,818-81.4% | $4,751-81.1% |
| Participant deferral / active EE | $994 | $6,519-84.8% | $5,680-82.5% | $6,710-85.2% |
| Admin fee / account holder | $2,076 | $16,150-87.1% | $13,210-84.3% | $11,403-81.8% |